Partner with Launch Factor for streamlined back-office accounting solutions.
WHAT TO PREPARE:
- COMPANY INFORMATION: Certificate of Incorporation, Business Profile, Legal Name & Registration Number, Registered & Business Addresses, Tax Identification Number
- PRIOR YEAR DOCUMENTS: Prior Year’s Financial Statements, Management Reports, Tax Computation and Filing Reports, Exported data from previous platforms
- CURRENT YEAR DOCUMENTS: Bank statements, invoices, receipts, payroll documents, Up-to-date lists for smooth migration and invoicing
COMMON MISTAKES TO AVOID:
- Incomplete Documentation
- Inconsistent Data Formats
- Overlooking Data Backup
- Not Asking Questions
IDEAL CLIENT TRAITS:
- Proactive: Timely document submission
- Curious: Asking insightful questions
- Collaborative: Engaging with feedback
- Tech-Savvy: Open to embracing new technology
- Transparent: Upfront about financial situations